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大摩:農行(1288.HK)季績強勁為全年穩健增長鋪路 建議“增持”
格隆匯 10-29 16:49

大摩發研報指,中國農業銀行(1288.HK)第三季業績強勁,為全年穩健的盈利和派息增長打好基礎,予農行H目標價4.2港元,建議“增持”。大摩指出,農行第三季税後盈按年增加14%至644億元人民幣,而在淨利息收入穩步上升、交易收入提高,以及資產質素持續改善下,第三季撥備前盈利亦增加15%。大摩相信,農行首九個月穩健的盈利和撥備前盈利,可使該行全年錄得健康的盈利和派息增長。大摩亦提到,農行非利息收入按年僅0.6%,表現偏弱,而存款市場競爭加劇,也令農行第三季存款按季僅微升0.5%,定期存款按季增加3.5%,但活期存款卻減少14%。

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